AssetMark Inc
NBDS icon

AssetMark Inc’s Neuberger Disrupters ETF NBDS Stock Holding History

AssetMark Inc’s Portfolio NBDS Stock Details NBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$723K Buy
17,020
+2,451
+17% +$92.1K ﹤0.01% 1149
2026
Q1 		$447K Buy
14,569
+500
+4% +$16.5K ﹤0.01% 1183
2025
Q4 		$499K Buy
14,069
+10,495
+294% +$382K ﹤0.01% 1138
2025
Q3 		$129K Buy
3,574
+984
+38% +$34.1K ﹤0.01% 1367
2025
Q2 		$88.8K Buy
+2,590
New +$75.9K ﹤0.01% 1395

Other funds holding NBDS

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
TA
TFB Advisors Overland Park, Kansas $227M AUM 26.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc's NBDS Position: Q2 2026 in Review

AssetMark Inc increased its Neuberger Disrupters ETF (NBDS) stake by 17% in Q2 2026, buying an estimated $92.1K and bringing the position to 17,020 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

AssetMark Inc first reported a position in NBDS in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold NBDS as of Q2 2026.

  • AssetMark Inc held 17,020 shares of Neuberger Disrupters ETF worth $723K as of Q2 2026.
  • AssetMark Inc bought 2,451 Neuberger Disrupters ETF shares in Q2 2026, an estimated $92.1K.
  • Neuberger Disrupters ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1149 holding.
  • AssetMark Inc first reported a position in Neuberger Disrupters ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Neuberger Disrupters ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.